Newport Global Advisors provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 5 private funds.
Newport Global Advisors reports 6 clients. They include 5 pooled investment vehicles and 1 insurance company. Of its assets, 100.0% ($175M across 6 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 83% | 52% |
| Insurance companies | 17% | 48% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $90.1M | 51.5% | $18M |
| Insurance companies | Fewer than 5 | $84.7M | 48.5% | $84.7M |
| Total | 6 | $175M | 100% | — |
- Clients
- 5
- Regulatory AUM
- $90.1M
- AUM share
- 51.5%
- Avg. per client
- $18M
- Clients
- Fewer than 5
- Regulatory AUM
- $84.7M
- AUM share
- 48.5%
- Avg. per client
- $84.7M
Total
- Clients
- 6
- Regulatory AUM
- $175M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
- Financial planning clients last fiscal year
- 0
Newport Global Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Newport Global Advisors Feeder LLC owns 75% or more of Newport Global Advisors. Timothy Janszen is CEO; the leadership team includes Chief Operating Officer Roger May. It has 5 employees.
Leadership
- Timothy JanszenDirector, Chief Executive Officer
- Roger MayManaging Director; Chief Compliance Officer; Chief Operating Officer
- Ryan LangdonDirector, SR. Managing Director
- Amanda MauzDirector of Finance
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Timothy T Janszen
- Kevin Michael Roe MR.
Staff
- 5 employees
- 5 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Newport Global Advisors L.P.
Newport Global Advisors Feeder LLC
Control person · since September 2006
- Owns 50% to 75% of Newport Global Advisors L.P.
Timothy Janszen
Control person · since September 2010
- Owns 25% to 50% of Newport Global Advisors L.P.
Ryan Langdon
Control person · since September 2010
Newport Global Advisors’ regulatory assets fell from $376M (March 2021) to $175M (July 2026); clients rose from 2 to 6 and employees fell from 10 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $175M | 6 | 5 | 1 |
| May 2025 | $187M | 6 | 8 | 1 |
| May 2024 | $273M | 6 | 8 | 1 |
| June 2023 | $473M | 5 | 8 | 1 |
| June 2022 | $449M | 2 | 8 | 1 |
| March 2021 | $376M | 2 | 10 | 1 |
Besides its headquarters, Newport Global Advisors has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 9006 Forest Crossing Drive, Suite D, The WoodlandsHQ
Contact and registration details
- Legal name
- Newport Global Advisors L.P.
- Headquarters
- 9006 Forest Crossing Drive, Suite D, The Woodlands, TX 77381-1155
- Website
- newportglobaladvisors.com
- Phone
- 713-559-7400
- SEC file
- 801-66417
- Structure
- Delaware partnership
- Fiscal year end
- December
Newport Global Advisors uses BNY Mellon Asset Servicing ($73.8M) as custodian for its separately managed accounts. Newport Global Advisors has custody of $104M in client assets for 2 clients.
- BNY Mellon Asset ServicingBNY Mellon Asset Servicing · New York, NY · $73.8M100%
At year end, Newport Global Advisors’ separately managed accounts were largely in stocks (44%) and cash (19%).
What the accounts hold
- Stocks44%
- Non-exchange-traded equities39%
- Exchange-traded equities5%
- Bonds7%
- Cash19%
- Other30%
- Bank debt30%
How many clients does Newport Global Advisors have?
Newport Global Advisors has 6 clients and manages $175 million for them, as of July 2026. They include 5 pooled investment vehicles and 1 insurance company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Newport Global Advisors offer?
Newport Global Advisors provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Newport Global Advisors use?
Newport Global Advisors’ separately managed account assets are held at BNY Mellon Asset Servicing (New York, NY), with $73.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does Newport Global Advisors have?
Newport Global Advisors has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Newport Global Advisors invest in?
At the end of its last fiscal year, Newport Global Advisors’ separately managed accounts held 39% non-exchange-traded equities, 30% other, 19% cash and equivalents, 7% high-yield corporate bonds and 5% exchange-traded equities. The 30% other category is described as: Bank Debt. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Newport Global Advisors?
Newport Global Advisors’ direct owners are Newport Global Advisors Feeder LLC (75% or more), Timothy Janszen (50% to 75%) and Ryan Langdon (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Newport Global Advisors get paid?
Newport Global Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Newport Global Advisors?
Newport Global Advisors’ main office is at 9006 Forest Crossing Drive, Suite D, The Woodlands, TX 77381-1155. Its phone number is 713-559-7400. Its website is newportglobaladvisors.com.